Sr. Program Manager, Quote to Cash

About the Role:

The Program Management Office (PMO) ensures the successful execution of key cross functional initiatives of the company through effective program management. The PMO also supports activities that drive the reporting and inter departmental review of business performance through quarterly reviews and objectives and key results (OKR) dashboards. The PMO establishes guidelines and best practices for managing programs in the company through a Center of Excellence model. It also establishes a program management community within Pitchbook that allows program managers across the company to collaborate, learn, and share execution best practices. The PMO also provides visibility into performance of strategic initiatives and plays an important role in the strategic planning processes of the company. 

PitchBook’s Sr. Program Manager drives strategic cross functional initiatives for the company. This role ensure that cross functional teams are driving towards defined program milestones and deliverables by removing bottlenecks, escalating risks/issues as needed, providing visibility to progress, and overall ensuring effective collaboration across teams. Specifically, this role will partner with the PitchBook Financial Operations team and lead PitchBook’s multi-year Salesforce Billing & Configure, Price, and Quote (CPQ) roadmap to provide better visibility to revenue pipeline and forecasting by improving its customer quote and billing process. 

Primary Job Responsibilities:

• Serve as the Program Manager of the Salesforce Quote to Cash & SOX initiative responsible for leading the discovery, planning, scoping and implementation 
• Work closely with key stakeholders in the Financial Operations team program and key stakeholders to plan, scope, and identify deliverables, required resources, and timing for new initiatives 
• Build a robust and achievable project plan. Drive forecasting/estimation techniques to arrive at this plan and hold the team accountable to meeting key committed deliverables 
• Define clear goals, prioritize the right work, and use data to drive crisp decisions in partnership with stakeholders 
• Proactively identify and resolve risks, issues, and conflicts affecting goal achievement, escalating when needed for resolution 
• Manage cross-team dependencies, align roadmaps, and unblock teams. Support planning activities that identify dependencies 
• Keep the team, sponsor, and relevant stakeholders informed on progress to goal 
• Provide accurate and timely reporting of program status throughout its life cycle using tools recommended by the PMO to organize, track, and manage programs 
• Implement structure order and clarity to ambiguous problems with little direction or oversight 
• Implement and adapt established program execution best practices recommended by the PMO 
• Support the vision and values of the company through role modeling and encouraging desired behaviors 
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelor’s degree 
• 7+ years of professional work experience
• 3+ years of project management or program management experience
• 1+ year in project or program management owning an ERP implementation
• Experience program managing cross-functional programs for an organization with a strong understanding of program management fundamentals 
• Program management experience leading Salesforce or similar Enterprise Resource Planning implementations from start to finish 
• Understanding of Finance and Revenue Operations processes, SOX controls is preferred 
• Operate with a strong sense of urgency and deliver results 
• Be data and metrics driven and use metrics and provide data for decision making 
• Able to effectively manage ambiguity and competing priorities and help teams prioritize and focus 
• Self-motivated, goal-oriented attitude, and can work effectively as an individual or as part of a team 
• Exemplary verbal and written communication skills and comfortable to engage a diverse array of audiences 
• Able to work across multiple teams and stakeholders at all levels of seniority, build strong trusted relationships and lead through influence 
• Able to problem solve and use judgment to make decisions within ambiguous situations 
• Hands on knowledge of a project management tool preferred 
• Able to effectively communicate with local and international teams in a multicultural setting both in-person, in writing and via Zoom video calls 
• Interest in financial markets or services, particularly private equity and venture capital
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily 

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• Additional medical wellness incentives 
• STD, LTD, AD&D, and life insurance

Emotional Health 

• Paid sabbatical program after four years
• Paid family and paternity leave 
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend 
• Robust training programs on industry and soft skills 
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare  
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• 401k match
• Shared ownership employee stock program 
• Monthly transportation stipend  

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $155,000-$165,000
• Target annual bonus percentage: 10%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 4+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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